The challenge
CallHippo wanted its telephony to live inside Salesforce. For their corporate customers, the dialer and the CRM were two separate worlds: agents bounced between applications to place a call, find a contact’s history, and write the outcome back. The context-switching cost time, dented productivity, and left gaps where call data and CRM records quietly drifted out of sync.
Our approach
We brought the phone into the CRM. Using Salesforce’s Click-to-Dial alongside a custom CallHippo integration, agents now dial straight from a Salesforce record — and every call, text message and recording logs itself automatically against the right contact and deal. The two systems stay in real-time sync, so there is no duplicate data entry and no drift.
The result is a single screen for the whole interaction: a customer’s Salesforce history surfaces the moment a call connects, CallHippo actions run without leaving Salesforce, and automated workflows fire follow-up steps off call events — so agents spend their time talking to customers, not reconciling tools. The integration is published as an app on the Salesforce AppExchange.
